Creating Locally Managed Users

A locally managed user is a user account that is created and managed directly in FileHold. This is in contrast to a domain user. A domain user is a user account obtained through synchronization of FileHold with Active Directory server.

In the FileHold user list, other than the list of users, you can see the number of registered users, the number of concurrent sessions, the number of Insufficient CALs events, the number of viewer licenses (if purchased), the number guest user licenses (if purchased), and the number of Microsoft SharePoint sessions (if purchased). You can also view the number of enabled, remaining, and total number of licenses, the number of guaranteed and shared sessions, the number of assigned and remaining viewer licenses, and the available number of Guest User and Microsoft SharePoint sessions.

TIP: A concurrent user is the total number of people allowed to use FileHold at the same time.

To create a locally managed user

1. Log into System Admin via the web browser and go to User and Group Management > Users.  

• Alternatively, log into FDA and go to Administration > User & Group Management > Users.

2. Click Add Users.

3. Select Locally Managed User and click Next.

4. Fill in the following information and click OK:

• First Name

• Last Name

• User Logon Name

• Email

• Default Language

• Source — Locally managed user account

• Initials

5. Enter the password for the user twice and click OK.

6. Select Account Settings and enter the following information under FileHold Account Options:

• FileHold account is enabled for this user — Select this check box if the user account should be enabled.

• User has guaranteed system access — Select this check box if the user should have access to the system at all times.

• User must change password at next logon — Select this option if the user is to set their own password the next time they log into the system. This option is recommended.

7. In the FileHold Desktop Application Viewer Options area, select the viewer license (if purchased) for the user:

• A viewer is not licensed for this user.

• PDF/Image Viewer

• Enterprise Office Viewer

• Enterprise Office Viewer with CAD Support

• Enterprise Office Viewer (Engineering Edition)

8. In the Account Expiration area, select at date for the user account to expire or leave the default Never for the account to remain active indefinitely.

9. Click OK.

10. In the Member Of tab, you will need to add the user to a group. See Adding Users to Groups for more information.

11. In the Contact Information tab, enter the user’s contact information such as addresses, phone numbers, and company information. This information is optional.

12. Click OK.

See also:

User and Group Security Overview

Setting Up Users and Groups

Synchronizing Domain (Active Directory) Users and Groups

Creating FileHold Groups

User Roles

Adding Users to Groups

Viewing User and Group Properties

Searching for Users

Deleting Users and Groups

Guaranteed User Access

Reset User Password

Setting a Viewer License

Enabling and Disabling Accounts